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| Holdings | Weight | |
|---|---|---|
| OZBD | Betashares Australian Composite Bond ETF | 22% |
| US10 | Betashares U.S. Treasury Bond 7-10 Year Currency... | 15% |
| HGBL | Betashares Global Shares Currency Hedged ETF | 9% |
| A200 | Betashares Australia 200 ETF | 8% |
| BGBL | Betashares Global Shares ETF | 8% |
| QOZ | Betashares FTSE RAFI Australia 200 ETF | 7% |
| QPON | Betashares Australian Bank Senior Floating Rate... | 7% |
| QUS | Betashares S&P 500 Equal Weight ETF | 5% |
| AQLT | Betashares Australia Quality ETF | 4% |
| QLTY | Betashares Global Quality Leaders ETF | 4% |
| VEU | Vanguard All-World ex-US Shares Index ETF | 3% |
| MMKT | Betashares Australian Cash Plus Fund (Managed F...) | 3% |
| 100% | ||
Cameron Gleeson, our Senior Investment Strategist, outlines the features of a Balanced Core Portfolio, how it is constructed, and the potential benefits and risks. He explains the goals of the portfolio, and the type of investor the portfolio might suit.
*As of
Past performance is not an indicator of future performance. Returns are
calculated in Australian dollars using net asset value per unit for each fund in the
portfolio at the start and end of the specified period and do not reflect brokerage or the
bid ask spread that investors incur when buying and selling units on the ASX. Returns are
after fund management costs, assume reinvestment of any distributions and do not take into
account tax paid as an investor in the relevant funds. Returns for periods longer than one
year are annualised. Current performance may be higher or lower than the performance shown.
Focused on a balance between capital growth and income. May suit investors with a moderate risk tolerance.
The Betashares Balanced Portfolio is designed to provide investors with a diversified, balanced exposure to a mix of asset classes, including Australian and international equities, fixed income, and alternative investments. It aims to balance growth and income by investing in a broad portfolio of assets.
On average, this portfolio could experience up to 3 years of negative returns during a 20-year period.
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| Holdings | Weight | |
|---|---|---|
| OZBD | Betashares Australian Composite Bond ETF | 22% |
| US10 | Betashares U.S. Treasury Bond 7-10 Year Currency... | 15% |
| HGBL | Betashares Global Shares Currency Hedged ETF | 9% |
| A200 | Betashares Australia 200 ETF | 8% |
| BGBL | Betashares Global Shares ETF | 8% |
| QOZ | Betashares FTSE RAFI Australia 200 ETF | 7% |
| QPON | Betashares Australian Bank Senior Floating Rate... | 7% |
| QUS | Betashares S&P 500 Equal Weight ETF | 5% |
| AQLT | Betashares Australia Quality ETF | 4% |
| QLTY | Betashares Global Quality Leaders ETF | 4% |
| VEU | Vanguard All-World ex-US Shares Index ETF | 3% |
| MMKT | Betashares Australian Cash Plus Fund (Managed F...) | 3% |
| 100% | ||
*As of
Past performance is not an indicator of future performance. Returns are
calculated in Australian dollars using net asset value per unit for each fund in the
portfolio at the start and end of the specified period and do not reflect brokerage or the
bid ask spread that investors incur when buying and selling units on the ASX. Returns are
after fund management costs, assume reinvestment of any distributions and do not take into
account tax paid as an investor in the relevant funds. Returns for periods longer than one
year are annualised. Current performance may be higher or lower than the performance shown.
*As of 24 Sep 2024
Past performance is not an indicator of future performance. Returns are
calculated in Australian dollars using net asset value per unit for each fund in the
portfolio at the start and end of the specified period and do not reflect brokerage or the
bid ask spread that investors incur when buying and selling units on the ASX. Returns are
after fund management costs, assume reinvestment of any distributions and do not take into
account tax paid as an investor in the relevant funds. Returns for periods longer than one
year are annualised. Current performance may be higher or lower than the performance shown.
*As of 24 Sep 2024
Past performance is not an indicator of future performance. Returns are
calculated in Australian dollars using net asset value per unit for each fund in the
portfolio at the start and end of the specified period and do not reflect brokerage or the
bid ask spread that investors incur when buying and selling units on the ASX. Returns are
after fund management costs, assume reinvestment of any distributions and do not take into
account tax paid as an investor in the relevant funds. Returns for periods longer than one
year are annualised. Current performance may be higher or lower than the performance shown.
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A portfolio fee of 0.20% p.a. is equivalent to $20 p.a. per $10,000 invested. Refer to the PDS for information on interest retained by Betashares on cash balances. The fee structure for Custom portfolios varies from the fees for Managed portfolios, and can be found here (link to Custom portfolios page).
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